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《大行報告》瑞信:澳門11月賭收遜預期 建議對濠賭股趁低吸納
瑞信發表研究報告指出,澳門11月賭收按年跌56%至30億澳門元,雖然低過市場預期的36億澳門元,但符合該行預期。日均賭收按月跌21%至1億澳門元,相對於10月份為1.26億澳門元,或降至疫情前水平13%。儘管自11月1日起恢復內地居民赴澳門旅遊的電子簽證,惟鑑於內地感染疫情個案加劇,澳門賭收並無改善。由於內地防疫措施(尤其是廣東省),近期日均賭收更由1.6億澳門元降至6,000萬澳門元。 該行認為,在防疫措施及禁止跨境賭博的影響下,相信濠賭股仍面臨挑戰。不過,在包括恢復旅行團、內地進一步開放及更新賭牌的正面消息影響下,有利市場情緒並推動復甦預期,建議對濠賭股趁低吸納,當中該好偏好金沙(01928.HK)及銀娛(00027.HK),目標價分別為18.5及49.5元,評級同為「跑贏大市」(見另表)。
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